Equity Analyst, LightStream Research

Shifara Samsudeen, ACMA, CGMA

A chartered management accountant with more than 10 years of rich experience in investment research and financial analysis. Worked as an equity analyst for one of the world's largest asset managers with USD2.5trn in AUM covering numerous sectors including chemicals, retail, tech, autos, telco, real-estate and banks, globally. Experienced in fundamental equity research, industry research, commodity studies, forensic accounting, and due diligence reviews.

Equity Analyst

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Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Event-Driven

<ul>
<li>On 15<sup>th</sup> June 2020, Healius (HLS AX), an Australian medical centre operator, announced that it had agreed to sell its primary care business which includes large scale medical centres and dental practices, to private equity firm BGH Capital for AU$500m.</li>
<li>The companies expect to finish the transaction before the end of 2020, subject to regulatory approvals.</li>
<li>A few months ago, the company turned down an AU$2.12bn offer from Partners Group, a Swiss private equity firm, to acquire the whole company.</li>
</ul>


On 15th June 2020, Healius (HLS AX), an Australian medical centre operator, announced that it had agreed to sell its primary care business which includes large scale medical centres and dental practices, to private equity firm BGH Capital for AU$500m.
The companies expect to finish the transaction before the end of 2020, subject to regulatory approvals.
A few months ago, the company turned down an AU$2.12bn offer from Partners Group, a Swiss private equity firm, to acquire the whole company.


Healius to Sell Its Primary Care Business to BGH